Creating a Repeating Job

Repeating Jobs are work that has a repeating schedule such as preventative maintenance.

When you create a Repeating Job it automatically schedules appointments into workers’ calendars giving you better visibility to forecast work.

If the customer agreement changes, you can edit the duration and frequency of the job and these changes will be updated for all future unscheduled jobs.

 

To create a Repeating Job

There are 4 sections to be filled in:

  • Customer
  • Labour & Material
  • Checklist
  • Schedule

 

  1. Click   from the Side Menu, then click   from the expanded menu.



Click  in the top right-hand corner

 

Customer

  1. To search for the Customer, click inside the search bar and start typing their name. Or you can click in the search bar and press the space bar once to bring up a list of existing customers.
  2. Click on the Customer name


Tip: If the customer is new, click inside the search bar, then push the space bar once and select thebutton. Learn how to add new customers here
 

  1. Once the customer is selected, click 

     

Labour and Materials

 

 

  1. Click  and search for the appropriate labour rate
  2. After choosing the labour rate, click  and type in the number of hours it will take, then click  . The labour will now be added to the job.
  3. Complete the previous 2 steps for all labour rates you need to apply to the job
  4. To add Materials, click  and search for the required material
  5. After choosing the material you need, click  and type in the required quantity for this material, then click  . The Material will now be added to the job,
  6. Complete the previous 2 steps for all materials required for the job.
  7. Click  to move on to the next tab.

Tip:  Find existing labour rates and materials by starting to type the Labour rate or Material or tapping the space bar to bring up a list of existing Labour rates and Materials

 

Checklist

 

 

  1. Click  and search for any checklists required for this job. Multiple checklists can be added to each job if required.
  2. Click  to move to the next tab

Tip: Most jobs will require a checklist of some sort to be completed. Usually, these checklists will cover Work Health and Safety WH&S requirements. Click here to learn how to create checklists.

 

Schedule

 

Tip: Unlike regular jobs, repeating jobs have 2 different areas on their schedule, which helps Telstra Trades Assist automate the scheduling process

  1. Click  under Job Details to name the job, and to input the number of hours the job will take to complete.
  2. Click  and use the drop down box to choose the priority level of the job. Now we can look at the next section, Recurring Job Details

    Tip: Recurring Job Details contains all the data that determines how often Telstra Trades Assist will need to schedule the job, so it is important to make sure this field is filled out correctly.

  3. Under the Recurring Job Details heading, Use the drop down box under  to select a Preventative Maintenance Contract to link this repeating job too. Otherwise, you can leave it as ‘No PM Contract’.

    Tip: You can create your own Preventative Maintenance contracts in Telstra Trades Assist. Click here  to learn how to create Preventative Maintenance Contracts

  4. Click the drop down boxes under  and  to set how often you would like the jobs to be scheduled
  5. Click the drop down under  to choose the next appointment that will be scheduled. As you are currently creating the repeating job, this will be the date of the first job first job.
  6. Repeat this step for  to set the date of the last job
  7. Under Auto Schedule, you can choose to assign this repeating job to the same worker at the same time for every job that is scheduled
  8. Click  and use the drop down box to select the worker this will be scheduled for
  9. Click  to select the start time this job will be booked in for
  10. Click  and the repeating job is now complete.

 

Tip: You can control how far in advance repeating jobs will be created and scheduled under your My Business profile. Click here to learn more about how to edit the timeframes for repeating jobs 

 

 

 

 

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